Avalon Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96.5K | Hold |
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|
2025
Q2 | $92K | Hold |
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|
2025
Q1 | $85.1K | Sell |
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|
2024
Q4 | $177K | Hold |
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|
2024
Q3 | $176K | Hold |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $193K | Hold |
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|
2023
Q4 | $179K | Hold |
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|
2023
Q3 | $159K | Hold |
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|
2023
Q2 | $168K | Sell |
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|
2023
Q1 | $189K | Buy |
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